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Baystate Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Baystate Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$195K Buy
4,069
+1,430
+54% +$64K 0.01% 203
2023
Q3 		$115K Buy
2,639
+92
+4% +$4.21K 0.01% 243
2023
Q2 		$118K Buy
2,547
+1,096
+76% +$50.4K 0.01% 239
2023
Q1 		$65.6K Buy
1,451
+4
+0.3% +$178 0.01% 301
2022
Q4 		$61K Sell
1,447
-141
-9% -$5.71K 0.01% 307
2022
Q3 		$58K Sell
1,588
-25
-2% -$1.02K 0.01% 295
2022
Q2 		$66K Sell
1,613
-2,286
-59% -$102K 0.01% 286
2022
Q1 		$187K Sell
3,899
-1,179
-23% -$57.4K 0.02% 180
2021
Q4 		$259K Buy
5,078
+2,911
+134% +$149K 0.02% 159
2021
Q3 		$109K Sell
2,167
-465
-18% -$24.2K 0.01% 207
2021
Q2 		$136K Buy
2,632
+2,017
+328% +$104K 0.01% 179
2021
Q1 		$30K Buy
615
+67
+12% +$3.27K ﹤0.01% 318
2020
Q4 		$26K Buy
+548
New +$24.1K ﹤0.01% 318
2020
Q2 		– Sell
-125
Closed -$4K – 750
2020
Q1 		$4K Sell
125
-1,292
-91% -$51.8K ﹤0.01% 459
2019
Q4 		$62K Sell
1,417
-1,406
-50% -$60K 0.01% 204
2019
Q3 		$116K Buy
2,823
+1,429
+103% +$58.4K 0.02% 142
2019
Q2 		$58K Buy
1,394
+15
+1% +$618 0.01% 198
2019
Q1 		$58K Buy
1,379
+6
+0.4% +$240 0.01% 197
2018
Q4 		$54K Buy
1,373
+15
+1% +$594 0.01% 193
2018
Q3 		$56K Buy
1,358
+4
+0.3% +$172 0.01% 189
2018
Q2 		$58K Sell
1,354
-86
-6% -$3.83K 0.01% 174
2018
Q1 		$65K Sell
1,440
-112
-7% -$5.08K 0.01% 168
2017
Q4 		$73K Buy
1,552
+332
+27% +$14.7K 0.01% 165
2017
Q3 		$53K Buy
+1,220
New +$51.8K 0.01% 181

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Baystate Wealth Management's VEA Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 54% in Q4 2023, buying an estimated $64K and bringing the position to 4,069 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #203.

Baystate Wealth Management first reported a position in VEA in Q3 2017 and has held it in 24 quarters since. The position peaked at $259K in Q4 2021. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

  • Baystate Wealth Management held 4,069 shares of Vanguard FTSE Developed Markets ETF worth $195K as of Q4 2023.
  • Baystate Wealth Management bought 1,430 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $64K.
  • Vanguard FTSE Developed Markets ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #203 holding.
  • Baystate Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and has held it in 24 quarters since.
  • Baystate Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $259K in Q4 2021.
  • 2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.